Services Summary

What can GCD provide to me, my family or my business....

Financial Planning

  • Complete lifetime cash flow analysis
  • Determine financial ability to retire and required investment returns
  • 2nd opinion on existing plans
  • Income distribution strategies
  • Ongoing monitoring
  • Vacation home feasibility
  • Leaving financial legacies for heirs and/or charities
  • Social security maximization
  • All taxes included: federal, state, payroll, real estate, estate

Investments

  • Risk assessment
  • Asset allocation analysis
  • Ongoing monitoring and rebalancing
  • Stocks/bonds/mutual funds
  • 401k/deferred compensation
  • College funding (529 plans, etc.)
  • Lending capabilities

Annuities

  • Analysis and selection
  • Product comparisons
  • Integration into cash flow planning

Stock Option and Restricted Stock Unit (RSU) Planning

Insurance and Estate Planning

Insurance

  • Plan review and analysis
  • Life insurance
  • Long term care

Estate Planning

  • Coordination of creation/review of new/existing documents
  • Survivor needs review
  • Charitable gifting strategies

Tax Services

  • Preparation for individuals, small businesses, trusts and estates
  • Planning and minimization services
  • Governmental audit/inquiry responses and representation
  • Response to specific customized questions per client
  • Rental property acquisition/maintenance/ liquidation analysis
  • Tax harvesting to reduce capital gains taxes on investments we manage and don’t manage
  • Trust and estate income tax planning

Business Services

  • Entity formation (i.e. LLC, S corp, C corp, trust, etc.)
  • Retirement plan setup, administration and maintenance
  • Operational efficiency implementation
  • Succession planning
  • Buy/sell analysis
  • Cash flow management
  • Strategic business planning

GCD Communications

  • 3 business hour response time to all inquiries
  • No additional charges for simple email or telephone inquiries
  • Simplified billing
  • Email newsletter
  • Monthly lifestyle magazine for investment clients
  • Periodic emails regarding markets and portfolios
  • Periodic client events

Contact us today for a customized presentation for your own personal or business situation!